Solid Power (SLDP) Soars 9.19% on Solid-State Tech Progress, BMW-Ford Deals, and DOE Support

Solid Power (NASDAQ: SLDP) surged 9.19% on October 7, 2025, extending its winning streak to five consecutive trading days with a cumulative gain of 81.56% over the period. The stock reached an intraday high of $6.30, marking its highest level since October 2025, and closed with a 11.61% gain. The rally reflects mounting momentum driven by strategic advancements and industry validation in solid-state battery innovation.

At the core of the stock’s performance is Solid Power’s progress in developing sulfide-based solid electrolyte technology, a breakthrough addressing energy density, safety, and longevity gaps in conventional lithium-ion batteries. Key milestones, such as integrating large-format cells into BMW’s i7 test vehicles in May 2025, have accelerated commercial credibility. These real-world trials validate the technology’s scalability and operational feasibility, positioning Solid Power as a leader in transitioning from lab-stage research to mass production.

Strategic partnerships with industry giants further bolster confidence. Collaborations with SK On, BMW, and Ford provide critical resources and manufacturing expertise to scale production. BMW’s integration of Solid Power’s all-solid-state battery technology into test vehicles underscores the automaker’s strategic alignment with next-generation EV solutions. Ford’s involvement amplifies the potential market impact, aligning with broader electrification goals and reinforcing the technology’s commercial viability.

Government backing has also played a pivotal role. A $50 million contract from the U.S. Department of Energy in January 2025 supports continuous production of sulfide-based materials, signaling policy validation for domestic battery innovation. This funding aligns with global decarbonization trends and reduces reliance on foreign supply chains, enhancing Solid Power’s strategic relevance in the energy transition.

Analyst sentiment and institutional investment have shifted in favor of the stock. Upgrades from firms like Needham & Company LLC and Goldman Sachs Group Inc.’s 10% stake increase in September 2025 highlight growing confidence. Pure Financial Advisors’ $4.67 million commitment in October 2025 further underscores institutional optimism. These developments, combined with successful test outcomes and production scaling, position Solid Power to maintain its upward trajectory as the solid-state battery market matures.